Overview
When a user submits a form, CX Platform can instantly send the full submission payload to any endpoint you specify — a CRM, an API, a workflow automation tool, or any other system that can receive an HTTP request. There's no manual export step and no delay. The data arrives at your destination as soon as the form is submitted.
This is done by adding a Webhook action to your form template. The webhook fires on the Submitted event and delivers the complete form data to the URL you configure.
Set up automated data export
- In the Receive module, open the relevant form template and click the Actions tab.
- Click + Add new to create a new action.
- Set the Status to Submitted so the webhook fires on each completed submission.
- Set the Type to Webhook.
- Enter the target URL — the endpoint of the system you want to receive the data. This could be a CRM, an API gateway, an automation platform, or any system that accepts HTTP requests.
- Add a Description so it's clear what this action does when you review it later.
- Tick Enabled and click Save.
Whitelist the outbound IP
For the webhook to reach your endpoint, the receiving system needs to accept incoming requests from CX Platform's outbound IP addresses. Ask your IT or integration team to whitelist these IPs on the destination system.
If you need the list of outbound IPs, contact Chandler CX support and they'll provide them promptly.
Test the automation
- Submit a sample response through the form using the live form URL. (Test Form will not trigger Webhooks).
- Confirm the full submission payload has been received at your endpoint.
- Adjust your endpoint processing as needed, then retest until the data is arriving correctly.
You can add multiple Webhook actions: If you need submission data to go to more than one system, add a separate Webhook action for each destination. All of them fire on the same Submitted event — the data goes to each endpoint simultaneously.
Once the webhook is in place and tested, every form submission flows straight to your destination automatically — no manual exports, no delays, no intermediate steps. For more on Webhook actions and the full range of action types available, see the Add Actions to a Form guide.